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CFRA equity research analyst Zachary Warring sees opportunities in apparel and consumer sectors despite tariff pressures and shifting consumer trends. He highlights On Holding's brand momentum, pricing power, and digital growth, which offset tariff impacts and support margin expansion. Abercrombie & Fitch remains inexpensive despite a strong post-earnings rally, while Hasbro's digital gaming segment drives higher-margin growth and insulates the business from tariffs.

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